ChipsThe story, in brief

OpenAI's first hardware play might be a phone that replaces your app grid with an agent task stream

Not a pilot. OpenAI's shipping 30 million AI phones by 2028—with agent task streams replacing your home screen.

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The KeyNews take

Why it matters

OpenAI is moving beyond software to hardware infrastructure, signaling that AI agents are mature enough for consumer devices and that controlling the endpoint (phone) is now a competitive necessity in the AI economy.

The key facts

7 to know
  1. OpenAI planning proprietary AI smartphone

  2. Manufacturing partner: Luxshare

  3. Chip partners: MediaTek and Qualcomm

  4. Mass production target: H1 2027

  5. Projected unit shipment: up to 30 million devices in first two years

  6. Form factor: smartphone (not experimental form factor)

  7. Core feature: agent task stream replacing app grid UI paradigm

Go to the source

The Decoderthe-decoder.com

Publisher excerpt: OpenAI is reportedly planning its own AI smartphone, with chips from MediaTek and Qualcomm and manufacturing by Luxshare. According to analyst Ming-Chi Kuo, mass production could start as early as the first half of 2027, with up to 30 million devices shipped in the first two years. The form factor…
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